Prescio User guide

Prescio V2 user guide

Welcome

Understand what Prescio does, how the planning layers fit together and where to find each part of the platform.

Workforce planning and operational intelligence

Purpose of this guide

This guide explains how to use Prescio V2 as a planner or reviewer. It covers:

  • the overall planning workflow;
  • the relationship between Configuration, Workbench, Scenarios, Review &

    • Outputs, and Intelligence;

  • what each page shows;
  • what each page is used for;
  • the main controls, charts, tables and decisions on each page.

It deliberately excludes initial platform administration and new-client technical setup.

The online demonstration workspace contains a prepared planning story. It may be returned to its original baseline when the hosted application is restarted, so changes made during a demonstration should be treated as temporary.

What Prescio does

Prescio turns demand forecasts and workforce assumptions into a joined-up forward plan.

At its simplest, the calculation flow is:

Historical demand
→ Baseline forecast
→ Transformation impacts
→ Resolved forecast
→ Staffing requirement
→ Available workforce
→ Capacity gap or surplus
→ Operational intelligence and recommendations

The platform keeps the important layers separate:

  • Baseline forecast is the approved view of demand before active

    • transformations.

  • Resolved forecast is the baseline forecast plus or minus active demand

    • transformations.

  • Baseline requirement is the staffing requirement generated from the

    • baseline demand and configured operating assumptions.

  • Resolved requirement includes demand and requirement-side transformation

    • effects.

  • Available FTE is the workforce expected to be available.
  • Effective FTE allows for productivity effects such as new-starter

    • ramping.

  • FTE gap is effective supply minus resolved net requirement. A negative

    • value is a shortfall and a positive value is a surplus.

  • Budgeted FTE is the financial workforce ceiling. It is not the same as

    • actual or available workforce.

This separation allows users to see why a plan changes. A transformation does not overwrite the baseline forecast: its incremental effect remains visible between baseline and resolved views.

The main areas of Prescio

Review & Outputs

Use these pages to review the current planning position and its results:

  • Current Position
  • Plan vs Actual
  • Demand & Requirement
  • Capacity Plan

Workbench

Use these pages to maintain or test the components of the plan:

  • Forecast
  • Workforce
  • Transformations

Scenarios

Use these pages to create an alternative plan without immediately changing Production:

  • Scenarios
  • Scenario Comparison

Intelligence

Use these read-only pages to understand the evidence, risks, causes and recommended areas of attention:

  • Executive Overview
  • Staffing Outlook
  • Department & Queue Intelligence
  • Forecast Intelligence
  • Operational Delivery Intelligence
  • Executive Report

Configuration

Use these pages to maintain the reusable calculation rules and current planning baseline:

  • Configuration Overview
  • Organisation Structure
  • Work Types & Requirement Methods
  • Department Planning
  • Queue Planning
  • Intraday Profiles
  • Shrinkage Profiles
  • Ramp Profiles
  • Budget
  • Governance & Thresholds